Retirees

Retirees

Stepping into retirement can be exciting, daunting, and sometimes downright scary. You may be asking yourself questions like “Do I have enough money and assets to live out my life comfortably?” And “What about inflation and taxes?” And “What about market risks?” and “What are my options for creating the income I need?” And “What about passing on an inheritance in a smart, safe, and tax-efficient way?”

 

The good news is, there are clear and calculable ways to determine the answers to all these questions. One incredibly valuable tool that, when used properly, can bring part of the peace of mind and predictability we are seeking, is an annuity.

Retirement Income Planning

Annuities

The expert team at Vantage is your partner for making the decision about how an annuity might fit in your financial plan a simple and easy one! We run regular reports on the marketplace of thousands of available products to identify exactly what are the best products, by the best carriers, with the best track records, every year. If you already have an annuity, our proprietary software and calculators can help you determine exactly how well your annuity is doing for you and compare it to available alternatives. Let us review your annuity to make sure it is serving your purpose as well as it should and could be!

Long-Term Care Insurance

If there was one risk to your family and financial security that had a 70% chance of happening, wouldn’t it make sense to plan for it? We think so. This oft-neglected critical aspect of planning has come to be known as “The Great Retirement Income Gap” and has caused more family hardship and financial loss than just about any other cause. Don’t wait until you or your loved one needs assistance with daily life to start thinking about how you’ll pay for it and what your options might be! With so many affordable and flexible options for long-term care insurance available, we help make it easier than ever to plan ahead and protect your family and assets!
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Life

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Long Term Care

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Disability

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Annuities